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In this tutorial, we're going to continue
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with the configuration of our Connect CERM
integration plugin.
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The first thing I'm going to do
is to navigate to my Connect
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plugins screen,
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and this will allow me to actually access
that configuration page.
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So I identify the Connect CERM row
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and then click on Configure.
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Now scrolling down a little,
we've already entered
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the authentication details
and tested the connection
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to our CERM instance, and in my case
that's all been done successfully.
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So now we're going to continue with some
of the settings on this particular page
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and get an understanding
for what it is that they do.
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So the first thing we're going to start
with is the completion
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of the department sync settings.
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So this section controls the integrations
capability to automatically create
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Infigo departments
by pulling in CERM customer
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information for each customer.
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And Infigo departments will be created.
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So please note that
this is an optional step.
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Should you wish to not automate
this process, you don't have to.
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So talking
briefly through some of the settings,
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first thing we have is sync departments
automatically.
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So a background task will initiate
to create a new Infigo department
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for each CERM
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Customer.
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So next down is filter
for department sync.
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So this option allows
filtering of department creation
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utilizing CERM API methods.
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A wink to those methods has been included
in the field description,
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so you can just copy and paste
that link into your web browser.
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So what this does
by entering a specific filter
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string search
is what we see in the example there.
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So name e queue
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department one.
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In this case, we can ensure that
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we're only creating Infigo departments
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which are required in our particular case.
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So in this case,
if we had this string of text here, we'd
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only create where the CERM customer equals
the name of department one.
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Next down
we have sync contacts automatically.
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So this enables an automatic process
where each CERM contact.
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And it's quite important here.
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This is when they have a valid
email address.
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So for each CERM contact,
we will create an Infigo customer
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and place it
within the relevant Infigo department.
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And then
finally, here we have a link customer
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to link customer
to department for new customers.
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So this automatically creates
a new Infigo department
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when a new CERM customer is created.
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So these are automatically linked
between the two systems.
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Now let's take a look at the department
sync in action.
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So if I go to my couple
different screens on my system,
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so I'll go to customer management,
open that in the new tab
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and I'll go to my department screen.
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And what I should see in my case,
because I've not got these syncs enabled.
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Both of these should be empty
at the moment.
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However, I'm going to go ahead
and automate those processes.
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So I'm going to say that we want to
sync departments automatically
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and we want to
sync contacts automatically.
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Not going to save this and a background
task should initiate
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may take a little bit of time
to draw in all the information, but we'll
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skip forward a little bit in time
and see the result of this
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process.
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Okay.
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So taking a look at those two screens,
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again, we've got our department list.
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We can see that's now
being automatically populated.
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So every single customer
that we have registered within
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CERM, which is the equivalent
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of a Infigo department,
has now being created.
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We can also see that all of the customers
have been drawn in as well
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and they've been placed into
their relevant
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departments.
